Sponsored

The Analysis of Uniting Wealth Partners, LLC's Holdings & P&L

Currently, Uniting Wealth Partners, LLC holds 205 types of securities in its portfolio with a total value $469.7M. In the most recent quarter, they have increased their positions in ACIO (+329.4K shares, valued at $13.8M), N/A (+505.2K shares, valued at $12.7M), N/A (+501.5K shares, valued at $12.6M); decreased their positions in NULG (-56.4K shares, valued at $5.1M), WMT (-27.3K shares, valued at $3.4M), XMMO (-17.0K shares, valued at $2.5M); initiated new positions in ACIO (+329.4K shares, valued at $13.8M), N/A (+505.2K shares, valued at $12.7M), N/A (+501.5K shares, valued at $12.6M).

1M P&L

+2.1M+0.49%

3M P&L

+13.1M+3.04%

HY P&L

+48.0M+12.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A216.3M

52.2%

2Discount Stores100.0M

24.2%

3Semiconductors15.0M

3.6%

Top Industries by Stock Count

1N/A81 stocks

43.8%

2Software - Infrastructure8 stocks

4.3%

3Software - Application6 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WMT WALMART INC801.0K shares-3.30%2026-03-312026-04-22

RDVY FIRST TR EXCHANGE TRADED FD270.0K shares1.73%2026-03-312026-04-22

ACIO ETF SER SOLUTIONS329.4K sharesnew addition2026-03-312026-04-22

ETF SER SOLUTIONS ETF SER SOLUTIONS505.2K sharesnew addition2026-03-312026-04-22

ETF SER SOLUTIONS ETF SER SOLUTIONS501.5K sharesnew addition2026-03-312026-04-22

BUFR FIRST TR EXCHNG TRADED FD VI372.2K sharesnew addition2026-03-312026-04-22

DRSK ETF SER SOLUTIONS425.6K sharesnew addition2026-03-312026-04-22

NVDA NVIDIA CORPORATION62.9K shares-2.19%2026-03-312026-04-22

Sponsored

VCIT VANGUARD SCOTTSDALE FDS127.4K sharesnew addition2026-03-312026-04-22

ETF SER SOLUTIONS ETF SER SOLUTIONS367.0K sharesnew addition2026-03-312026-04-22

XOM EXXON MOBIL CORP45.5K shares-4.12%2026-03-312026-04-22

SDVY FIRST TR EXCHANGE TRADED FD183.4K shares-5.86%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR233.0K shares4.95%2026-03-312026-04-22

CHRW C H ROBINSON WORLDWIDE IN42.5K shares51.81%2026-03-312026-04-22

MSTB ETF SER SOLUTIONS183.0K sharesnew addition2026-03-312026-04-22

PPA INVESCO EXCHANGE TRADED FD T41.0K shares3.13%2026-03-312026-04-22

Sponsored

UPSD ETF SER SOLUTIONS265.1K shares6.10%2026-03-312026-04-22

PVAL PUTNAM ETF TRUST136.2K sharesnew addition2026-03-312026-04-22

DLAG FIRST TR EXCHNG TRADED FD VI194.3K shares7.55%2026-03-312026-04-22

GDX VANECK ETF TRUST64.3K shares-26.45%2026-03-312026-04-22

SPYM SPDR SERIES TRUST76.3K shares13.98%2026-03-312026-04-22

SCIO FIRST TR EXCHANGE-TRADED FD271.9K sharesnew addition2026-03-312026-04-22

XMMO INVESCO EXCHANGE TRADED FD T38.5K shares-30.57%2026-03-312026-04-22

AAPL APPLE INC21.4K shares-11.27%2026-03-312026-04-22

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F107.2K sharesnew addition2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR178.8K shares25.94%2026-03-312026-04-22

FPE FIRST TR EXCH TRADED FD III289.6K shares5.60%2026-03-312026-04-22

HMOP HARTFORD FDS EXCHANGE TRADED121.8K sharesnew addition2026-03-312026-04-22

NOBL PROSHARES TR42.3K shares12.55%2026-03-312026-04-22

WCMI FIRST TR EXCHANGE-TRADED FD266.3K sharesnew addition2026-03-312026-04-22

MSFT MICROSOFT CORP11.8K shares-17.05%2026-03-312026-04-22

JUCY ETF SER SOLUTIONS189.5K sharesnew addition2026-03-312026-04-22

Sponsored

FMB FIRST TR EXCH TRADED FD III74.7K sharesnew addition2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR42.6K shares1.14%2026-03-312026-04-22

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD202.4K sharesnew addition2026-03-312026-04-22

AMZN AMAZON COM INC16.0K shares7.12%2026-03-312026-04-22

JHPI JOHN HANCOCK EXCHANGE TRADED139.4K sharesnew addition2026-03-312026-04-22

DBEM DBX ETF TR89.8K sharesnew addition2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC20.0K shares20.60%2026-03-312026-04-22

FRDM EA SERIES TRUST53.3K sharesnew addition2026-03-312026-04-22

Sponsored

KO COCA COLA CO34.9K shares-0.30%2026-03-312026-04-22

APLD APPLIED DIGITAL CORP107.2K shares0.23%2026-03-312026-04-22

UPRO PROSHARES TR26.0K shares23.81%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS4.2K shares10.47%2026-03-312026-04-22

IJR ISHARES TR16.5K shares0.14%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC6.1K shares-0.08%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR17.2K sharesnew addition2026-03-312026-04-22

MUNI PIMCO ETF TR34.0K sharesnew addition2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC5.9K shares-4.79%2026-03-312026-04-22

TSLA TESLA INC4.4K shares13.47%2026-03-312026-04-22

MMKT TEXAS CAPITAL FUNDS TRUST16.0K sharesnew addition2026-03-312026-04-22

JPM JPMORGAN CHASE & CO5.3K shares1.89%2026-03-312026-04-22

BROADCOM INC BROADCOM INC4.7K shares-3.33%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON5.8K shares-2.35%2026-03-312026-04-22

KKR & CO INC KKR & CO INC15.3K shares84.34%2026-03-312026-04-22

MA MASTERCARD INCORPORATED2.8K shares0.86%2026-03-312026-04-22

Sponsored

PAVE GLOBAL X FDS27.4K sharesnew addition2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC12.1K shares-0.82%2026-03-312026-04-22

CVX CHEVRON CORPORATION6.6K shares-40.31%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC3.9K shares-4.57%2026-03-312026-04-22

ACWI ISHARES TR9.5K shares6.75%2026-03-312026-04-22

FLMI FRANKLIN TEMPLETON ETF TR52.6K sharesnew addition2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS5.3K shares-19.73%2026-03-312026-04-22

META META PLATFORMS INC2.2K shares-5.64%2026-03-312026-04-22

Sponsored

TQQQ PROSHARES TR28.0K shares0.00%2026-03-312026-04-22

ORCL ORACLE CORP7.7K shares24.47%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares-6.00%2026-03-312026-04-22

GRID FIRST TR EXCHANGE-TRADED FD6.7K sharesnew addition2026-03-312026-04-22

ALPHABET INC ALPHABET INC3.6K shares0.14%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC6.1K shares-9.26%2026-03-312026-04-22

CRWV COREWEAVE INC12.8K shares19.74%2026-03-312026-04-22

NEE NEXTERA ENERGY INC10.6K shares0.05%2026-03-312026-04-22

Sponsored

LTTI FIRST TR EXCHANGE-TRADED FD51.4K sharesnew addition2026-03-312026-04-22

CAT CATERPILLAR INC1.4K shares-5.13%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE3.2K shares-1.26%2026-03-312026-04-22

RJF RAYMOND JAMES FINL INC6.0K shares-4.76%2026-03-312026-04-22

OGE OGE ENERGY CORP17.8K shares0.00%2026-03-312026-04-22

OXY OCCIDENTAL PETE CORP12.6K shares1.16%2026-03-312026-04-22

HD HOME DEPOT INC2.5K shares-5.04%2026-03-312026-04-22

COP CONOCOPHILLIPS6.0K shares-0.26%2026-03-312026-04-22

Sponsored

NEA NUVEEN AMT FREE QLTY MUN INC70.1K sharesnew addition2026-03-312026-04-22

DMAR FIRST TR EXCHNG TRADED FD VI18.7K sharesnew addition2026-03-312026-04-22

V VISA INC2.6K shares3.03%2026-03-312026-04-22

GEV GE VERNOVA INC901 shares-1.96%2026-03-312026-04-22

TRIN TRINITY CAP INC52.0K sharesnew addition2026-03-312026-04-22

RTX RTX CORPORATION3.9K shares-2.64%2026-03-312026-04-22

EIM EATON VANCE MUN BD FD76.2K sharesnew addition2026-03-312026-04-22

LLY ELI LILLY & CO795 shares7.87%2026-03-312026-04-22

Sponsored

ISRG INTUITIVE SURGICAL INC1.6K shares1.16%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC4.5K shares42.50%2026-03-312026-04-22

DIVO AMPLIFY ETF TR15.6K sharesnew addition2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC3.4K shares7.52%2026-03-312026-04-22

T AT&T INC22.6K shares-6.21%2026-03-312026-04-22

ARES ARES MANAGEMENT CORPORATION6.0K sharesnew addition2026-03-312026-04-22

NOW SERVICENOW INC6.3K shares-41.17%2026-03-312026-04-22

MHD BLACKROCK MUNIHOLDINGS FD IN56.5K sharesnew addition2026-03-312026-04-22

Sponsored

PAYX PAYCHEX INC6.8K shares-1.36%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares-6.78%2026-03-312026-04-22

MO ALTRIA GROUP INC9.0K shares-4.42%2026-03-312026-04-22

ROK ROCKWELL AUTOMATION INC1.7K shares-0.84%2026-03-312026-04-22

MPC MARATHON PETE CORP2.4K shares-9.81%2026-03-312026-04-22

MCK MCKESSON CORP673 shares0.00%2026-03-312026-04-22

ABBV ABBVIE INC2.6K shares0.04%2026-03-312026-04-22

IWB ISHARES TR1.6K shares0.00%2026-03-312026-04-22

Sponsored

OKE ONEOK INC NEW6.2K shares4.13%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS2.5K shares-3.37%2026-03-312026-04-22

IJH ISHARES TR7.5K shares0.11%2026-03-312026-04-22

SUB ISHARES TR4.7K sharesnew addition2026-03-312026-04-22

ADX ADAMS DIVERSIFIED EQUITY FD22.8K shares2.02%2026-03-312026-04-22

TFI SPDR SERIES TRUST10.9K sharesnew addition2026-03-312026-04-22

BP BP PLC10.5K shares-3.18%2026-03-312026-04-22

SHW SHERWIN WILLIAMS CO1.5K shares1.05%2026-03-312026-04-22

Sponsored

MERCK & CO INC MERCK & CO INC4.1K shares-4.72%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T718 shares2.87%2026-03-312026-04-22

ET ENERGY TRANSFER L P23.9K shares1.27%2026-03-312026-04-22

PSX PHILLIPS 662.5K shares1.15%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC8.8K shares-9.82%2026-03-312026-04-22

AGG ISHARES TR4.4K sharesnew addition2026-03-312026-04-22

SA SEABRIDGE GOLD INC15.5K shares23.94%2026-03-312026-04-22

CORZ CORE SCIENTIFIC INC NEW29.4K shares0.00%2026-03-312026-04-22

Sponsored

NUW NUVEEN AMT-FREE MUN VALUE FD29.8K sharesnew addition2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L11.2K shares0.02%2026-03-312026-04-22

AMAT APPLIED MATLS INC1.2K shares1.00%2026-03-312026-04-22

CRK COMSTOCK RES INC19.5K shares0.00%2026-03-312026-04-22

SO SOUTHERN CO4.1K shares0.02%2026-03-312026-04-22

CSQ CALAMOS STRATEGIC TOTAL RETU23.0K shares-2.21%2026-03-312026-04-22

IEFA ISHARES TR4.3K shares5.19%2026-03-312026-04-22

NFLX NETFLIX INC.4.1K shares4.83%2026-03-312026-04-22

Sponsored

GS GOLDMAN SACHS GROUP INC463 shares-0.86%2026-03-312026-04-22

MLN VANECK ETF TRUST22.0K sharesnew addition2026-03-312026-04-22

PFE PFIZER INC13.4K shares-2.31%2026-03-312026-04-22

EQWL INVESCO EXCHANGE TRADED FD T3.2K shares80.03%2026-03-312026-04-22

LOW LOWES COS INC1.5K shares0.00%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares-0.97%2026-03-312026-04-22

FSMB FIRST TR EXCH TRADED FD III17.6K sharesnew addition2026-03-312026-04-22

RDVI FIRST TR EXCHANGE-TRADED FD13.5K sharesnew addition2026-03-312026-04-22

Sponsored

AXP AMERICAN EXPRESS CO1.1K shares2.44%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC4.7K shares0.09%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC850 shares-54.05%2026-03-312026-04-22

USMV ISHARES TR3.5K shares4.08%2026-03-312026-04-22

UTF COHEN & STEERS INFRASTRUCTUR12.2K shares4.26%2026-03-312026-04-22

FTHI FIRST TR EXCHANGE TRADED FD13.7K sharesnew addition2026-03-312026-04-22

BGIG ETF SER SOLUTIONS9.4K sharesnew addition2026-03-312026-04-22

PEP PEPSICO INC2.0K shares-7.44%2026-03-312026-04-22

Sponsored

FMHI FIRST TR EXCH TRADED FD III6.5K sharesnew addition2026-03-312026-04-22

PG PROCTER & GAMBLE CO2.2K shares-27.88%2026-03-312026-04-22

TIP ISHARES TR2.7K sharesnew addition2026-03-312026-04-22

EQT CORP EQT CORP4.7K shares1.75%2026-03-312026-04-22

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO5.6K shares-13.74%2026-03-312026-04-22

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.6K shares0.00%2026-03-312026-04-22

RSG REPUBLIC SVCS INC1.3K shares-0.53%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS4.5K shares-0.77%2026-03-312026-04-22

Sponsored

MCD MCDONALDS CORP919 shares0.22%2026-03-312026-04-22

PHYS SPROTT ASSET MANAGEMENT LP8.0K shares0.00%2026-03-312026-04-22

HON HONEYWELL INTL INC1.3K shares-4.06%2026-03-312026-04-22

TJX TJX COS INC NEW1.8K shares1.15%2026-03-312026-04-22

HOOD ROBINHOOD MKTS INC4.0K shares97.07%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP405 shares0.00%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION277 shares0.73%2026-03-312026-04-22

WMB WILLIAMS COS INC3.7K shares-0.05%2026-03-312026-04-22

Sponsored

LNG CHENIERE ENERGY INC950 sharesnew addition2026-03-312026-04-22

ADSK AUTODESK INC1.1K shares0.00%2026-03-312026-04-22

CSCO CISCO SYS INC3.4K shares-14.23%2026-03-312026-04-22

FAUG FIRST TR EXCHNG TRADED FD VI5.1K shares-15.31%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR4.3K sharesnew addition2026-03-312026-04-22

FANG DIAMONDBACK ENERGY INC1.3K sharesnew addition2026-03-312026-04-22

APH AMPHENOL CORP2.1K sharesnew addition2026-03-312026-04-22

TSN TYSON FOODS INC4.0K shares0.98%2026-03-312026-04-22

Sponsored

MEDTRONIC PLC MEDTRONIC PLC2.9K shares21.60%2026-03-312026-04-22

TWLO TWILIO INC2.0K shares-50.00%2026-03-312026-04-22

CRM SALESFORCE INC1.3K shares-46.74%2026-03-312026-04-22

FVD FIRST TR EXCHANGE-TRADED FD5.3K shares0.00%2026-03-312026-04-22

IVV ISHARES TR384 shares-34.80%2026-03-312026-04-22

SFNC SIMMONS FIRST NATL CORP12.7K shares0.00%2026-03-312026-04-22

ILMN ILLUMINA INC2.0K sharesnew addition2026-03-312026-04-22

ACAD ACADIA PHARMACEUTICALS INC11.0K shares0.00%2026-03-312026-04-22

Sponsored

KLAC KLA CORP163 sharesnew addition2026-03-312026-04-22

ALL ALLSTATE CORP1.1K shares0.18%2026-03-312026-04-22

DDOG DATADOG INC2.0K shares0.00%2026-03-312026-04-22

BAC BANK AMERICA CORP4.8K shares-0.52%2026-03-312026-04-22

PB PROSPERITY BANCSHARES INC3.4K shares0.00%2026-03-312026-04-22

DDS DILLARDS INC400 shares0.00%2026-03-312026-04-22

HAL HALLIBURTON CO5.8K sharesnew addition2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP373 sharesnew addition2026-03-312026-04-22

Sponsored

NULG NUSHARES ETF TR2.5K shares-95.78%2026-03-312026-04-22

VBK VANGUARD INDEX FDS734 shares0.00%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC524 shares-23.84%2026-03-312026-04-22

SPGP INVESCO EXCHANGE TRADED FD T2.0K shares-2.32%2026-03-312026-04-22

VO VANGUARD INDEX FDS757 sharesnew addition2026-03-312026-04-22

TDVI FIRST TR EXCHANGE-TRADED FD7.9K sharesnew addition2026-03-312026-04-22

VLO VALERO ENERGY CORP831 sharesnew addition2026-03-312026-04-22

SPGI S&P GLOBAL INC480 shares4.12%2026-03-312026-04-22

Sponsored

FJAN FIRST TR EXCHNG TRADED FD VI4.0K sharesnew addition2026-03-312026-04-22

KRP KIMBELL RTY PARTNERS LP12.1K shares0.93%2026-03-312026-04-22

F FORD MTR CO14.7K shares-1.49%2026-03-312026-04-22

IIM INVESCO VALUE MUN INCOME TR13.9K sharesnew addition2026-03-312026-04-22

MMU WESTERN ASSET MANAGED MUNS F15.0K sharesnew addition2026-03-312026-04-22

NZF NUVEEN MUN CR INCOME FD10.4K sharesnew addition2026-03-312026-04-22

GOF GUGGENHEIM STRATEGIC OPPORTU10.0K sharesnew addition2026-03-312026-04-22

CRWU ETF OPPORTUNITIES TRUST18.8K shares70.45%2026-03-312026-04-22

Sponsored

SLI STANDARD LITHIUM LTD20.0K shares0.00%2026-03-312026-04-22

FTF FRANKLIN LTD DURATION INCOME10.0K sharesnew addition2026-03-312026-04-22

USEG U S ENERGY CORP DEL45.0K shares0.00%2026-03-312026-04-22

OCGN OCUGEN INC10.0K shares0.00%2026-03-312026-04-22

HUMA HUMACYTE INC16.6K shares0.00%2026-03-312026-04-22

WMT

WALMART INC

-3.30%

Shares801.0K

Event2026-03-31

Filed2026-04-22

RDVY

FIRST TR EXCHANGE TRADED FD

1.73%

Shares270.0K

Event2026-03-31

Filed2026-04-22

ACIO

ETF SER SOLUTIONS

New

Shares329.4K

Event2026-03-31

Filed2026-04-22

ETF SER SOLUTIONS

New

Shares505.2K

Event2026-03-31

Filed2026-04-22

ETF SER SOLUTIONS

New

Shares501.5K

Event2026-03-31

Filed2026-04-22

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares372.2K

Event2026-03-31

Filed2026-04-22

DRSK

ETF SER SOLUTIONS

New

Shares425.6K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-2.19%

Shares62.9K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares127.4K

Event2026-03-31

Filed2026-04-22

ETF SER SOLUTIONS

New

Shares367.0K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-4.12%

Shares45.5K

Event2026-03-31

Filed2026-04-22

SDVY

FIRST TR EXCHANGE TRADED FD

-5.86%

Shares183.4K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

4.95%

Shares233.0K

Event2026-03-31

Filed2026-04-22

CHRW

C H ROBINSON WORLDWIDE IN

51.81%

Shares42.5K

Event2026-03-31

Filed2026-04-22

MSTB

ETF SER SOLUTIONS

New

Shares183.0K

Event2026-03-31

Filed2026-04-22

PPA

INVESCO EXCHANGE TRADED FD T

3.13%

Shares41.0K

Event2026-03-31

Filed2026-04-22

UPSD

ETF SER SOLUTIONS

6.10%

Shares265.1K

Event2026-03-31

Filed2026-04-22

PVAL

PUTNAM ETF TRUST

New

Shares136.2K

Event2026-03-31

Filed2026-04-22

DLAG

FIRST TR EXCHNG TRADED FD VI

7.55%

Shares194.3K

Event2026-03-31

Filed2026-04-22

GDX

VANECK ETF TRUST

-26.45%

Shares64.3K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

13.98%

Shares76.3K

Event2026-03-31

Filed2026-04-22

SCIO

FIRST TR EXCHANGE-TRADED FD

New

Shares271.9K

Event2026-03-31

Filed2026-04-22

XMMO

INVESCO EXCHANGE TRADED FD T

-30.57%

Shares38.5K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-11.27%

Shares21.4K

Event2026-03-31

Filed2026-04-22

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares107.2K

Event2026-03-31

Filed2026-04-22

SCHG

SCHWAB STRATEGIC TR

25.94%

Shares178.8K

Event2026-03-31

Filed2026-04-22

FPE

FIRST TR EXCH TRADED FD III

5.60%

Shares289.6K

Event2026-03-31

Filed2026-04-22

HMOP

HARTFORD FDS EXCHANGE TRADED

New

Shares121.8K

Event2026-03-31

Filed2026-04-22

NOBL

PROSHARES TR

12.55%

Shares42.3K

Event2026-03-31

Filed2026-04-22

WCMI

FIRST TR EXCHANGE-TRADED FD

New

Shares266.3K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-17.05%

Shares11.8K

Event2026-03-31

Filed2026-04-22

JUCY

ETF SER SOLUTIONS

New

Shares189.5K

Event2026-03-31

Filed2026-04-22

FMB

FIRST TR EXCH TRADED FD III

New

Shares74.7K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

1.14%

Shares42.6K

Event2026-03-31

Filed2026-04-22

BLUEROCK PVT REAL ESTATE FD

New

Shares202.4K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

7.12%

Shares16.0K

Event2026-03-31

Filed2026-04-22

JHPI

JOHN HANCOCK EXCHANGE TRADED

New

Shares139.4K

Event2026-03-31

Filed2026-04-22

DBEM

DBX ETF TR

New

Shares89.8K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

20.60%

Shares20.0K

Event2026-03-31

Filed2026-04-22

FRDM

EA SERIES TRUST

New

Shares53.3K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

-0.30%

Shares34.9K

Event2026-03-31

Filed2026-04-22

APLD

APPLIED DIGITAL CORP

0.23%

Shares107.2K

Event2026-03-31

Filed2026-04-22

UPRO

PROSHARES TR

23.81%

Shares26.0K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

10.47%

Shares4.2K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

0.14%

Shares16.5K

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

-0.08%

Shares6.1K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

New

Shares17.2K

Event2026-03-31

Filed2026-04-22

MUNI

PIMCO ETF TR

New

Shares34.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-4.79%

Shares5.9K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

13.47%

Shares4.4K

Event2026-03-31

Filed2026-04-22

MMKT

TEXAS CAPITAL FUNDS TRUST

New

Shares16.0K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

1.89%

Shares5.3K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-3.33%

Shares4.7K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-2.35%

Shares5.8K

Event2026-03-31

Filed2026-04-22

KKR & CO INC

84.34%

Shares15.3K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

0.86%

Shares2.8K

Event2026-03-31

Filed2026-04-22

PAVE

GLOBAL X FDS

New

Shares27.4K

Event2026-03-31

Filed2026-04-22

BLACKSTONE INC

-0.82%

Shares12.1K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

-40.31%

Shares6.6K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.57%

Shares3.9K

Event2026-03-31

Filed2026-04-22

ACWI

ISHARES TR

6.75%

Shares9.5K

Event2026-03-31

Filed2026-04-22

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares52.6K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

-19.73%

Shares5.3K

Event2026-03-31

Filed2026-04-22